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636 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 200 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $739M | Put options by funds: $414M

36% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 200

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.53% more ownership

Funds ownership: 83.74%85.27% (+1.5%)

3% less funds holding

Funds holding: 654636 (-18)

8% less capital invested

Capital invested by funds: $13.9B → $12.8B (-$1.1B)

12% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 89

Holders
636
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
9.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
78
Increased
271
Reduced
200
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
451
Stephens Inc
Arkansas
$247K +$32.6K +344 +15%
KWA
452
Kingswood Wealth Advisors
California
$246K +$28.2K +298 +13%
GGS
453
Galvin Gaustad & Stein
Arizona
$239K +$18.9K +200 +9%
MFAM
454
Motley Fool Asset Management
Virginia
$238K -$8.71K -92 -4%
ISWM
455
Independent Solutions Wealth Management
New York
$233K +$4.07K +43 +2%
BJL
456
Brighton Jones LLC
Washington
$232K -$144K -1,516 -38%
FFM
457
Forum Financial Management
Illinois
$230K -$1.04K -11 -0.4%
HPC
458
HM Payson & Co
Maine
$229K
I
459
INVST
Indiana
$226K +$227K +2,394 New
NYLIM
460
New York Life Investment Management
New York
$225K -$14.8K -156 -6%
OAM
461
Ostrum Asset Management
France
$221K +$11.9K +126 +6%
QC
462
Quent Capital
New York
$220K +$2.84K +30 +1%
GT
463
Greenleaf Trust
Michigan
$216K -$7.76K -82 -3%
BP
464
Ballentine Partners
Massachusetts
$215K -$33.2K -351 -13%
TRCT
465
Tower Research Capital (TRC)
New York
$214K +$215K +2,266 +9,442%
SW
466
Schulz Wealth
Texas
$214K
MYAM
467
Meiji Yasuda Asset Management
Japan
$207K -$1.89K -20 -0.9%
BRWA
468
B. Riley Wealth Advisors
Florida
$207K -$60.3K -637 -22%
CAM
469
Claret Asset Management
Quebec, Canada
$207K +$22.2K +235 +12%
AFG
470
Atomi Financial Group
New York
$206K +$208K +2,200 New
LSA
471
L & S Advisors
California
$206K +$208K +2,200 New
RIM
472
Rakuten Investment Management
Japan
$203K +$79K +834 +61%
EWA
473
EverSource Wealth Advisors
Alabama
$197K +$166K +1,754 +514%
TAM
474
Tucker Asset Management
Colorado
$196K +$190K +2,010 +2,544%
CF
475
Corebridge Financial
Texas
$190K +$192K +2,031 New